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What you'll find in this Toolkit:

  • Toolkit Overview
  • Prepare for Action
  • Recruit to Improve Representation
  • Create an Welcoming Environment
  • Engage PFAs as Partners in Health Equity
  • Reflect to Sustain Progress
  • Examples
Return to Reflecting Our Community Toolkit Home Page

Examples of Action

This section provides concrete examples of how health care organizations have strengthened patient and family advisory councils (PFACs) to better reflect and support the communities they serve.

These examples can help hospitals learn about strategies for improving representativeness, creating a welcoming environment, and inspiring new approaches to engage PFAs in improving health equity.

What you’ll find in this section:

  • Prepare for Action Examples

Example: Working with a New PFAC

A hospital with a recently-established PFAC completed the assessment in this guide to learn more about possible next steps for their PFAC program. The staff members in charge of the PFAC gathered as a team to discuss each item on the assessment. The team reported that the PFAC assessment was helpful in identifying “to do” and “to find out about” lists, refining areas of focus for their action plan, and guiding forward progress. In completing the assessment, the team realized they were missing important information to inform their work. For example, the team did not have data about the hospital’s patient population, which they needed to help understand which perspectives were missing on the PFAC and inform efforts to recruit PFAs who are reflective of the communities served.

Example: Working with PFAs to Complete the PFAC Assessment

A children’s hospital team wanted to incorporate PFA perspectives in completing the PFAC assessment and identifying priorities for action. The team programmed the assessment as an electronic survey. As a first step, they asked PFAs who served on the executive committee for the hospital’s three PFACs to complete the survey. To facilitate this process, executive committee members were given a dedicated 30 minutes in a meeting to complete the assessment. After reviewing responses, the PFAC team selected 15 key questions from the assessment, programmed these as a separate survey, and sent the survey to every member of their teen and children’s council, outpatient clinic council, and main pediatric council. The group received over 30 responses from PFAs. This approach helped ensure that priorities for action reflected priorities from both staff and PFAs.

Example: A Collaborative Team Approach to the PFAC Assessment

One children’s hospital designated a core team with responsibility for completing the PFAC assessment. The team consisted of family advisors, the Director of Patient and Family Experience, the PFAC staff liaison, and two family consultants in paid staff positions at the hospital. As a first step, each team member completed the assessment individually. The team then met to review results, discuss differences of opinion, note areas of agreement, and identify areas where more information was needed. The group also used generative AI to synthesize their independent assessments, identify top strengths and opportunities, and suggest potential action steps. This process helped identify where staff perspectives aligned and where there were growth opportunities, especially regarding focused recruitment and building relationships with community organizations.

Example: Allowing Time for Conversation

One hospital team, which included family partnership specialists, PFAC coordinators, and family leaders, scheduled a 90-minute meeting to work together on completing the PFAC assessment. Due to the robust discussion generated by the assessment, the team was only able to discuss half of the questions. Team members completed the rest of the assessment individually, after which the group convened again to review and collate responses. This approach enabled people to contribute their individual viewpoints while being heard as part of the process. The team reported that the assessment process was a valuable opportunity for newer members of the organization to gain background and context about the PFAC program. Family leaders described the process as “very validating.”

Example: PFA-Driven Action Plans

A children’s hospital viewed PFA input and leadership as critical for maintaining a member-driven direction for the work and increasing impact in areas that mean most to patients and families. During their strategic planning cycle, the PFAC leadership team completed the PFAC Assessment. Next, they reviewed responses from the PFAC experience survey, conducted annually with all PFAs, to identify areas where the PFAC program could improve processes. Finally, the PFAC leadership team developed a dashboard to identify intersections between areas of opportunity identified by the assessment, opportunities identified from the PFA survey, and hospital-level strategic priorities. This information was then shared back to PFAC members for review and feedback and to discuss specific strategic goals. Once the strategic goals were defined, PFAC members had co-leadership roles on workgroups formed to execute the action plan, creating shared responsibility and accountability for action.

Example: Creating Opportunities for Quick Wins

PFAs can help ensure that action plans and goals are realistic and achievable. In the process of completing their PFAC action plan, leaders at one hospital shared draft SMART goals with family leaders. Family leaders shared that many of the goals were high-level “reach” activities that required a significant amount of time to implement. They requested that the action plan also include goals that were actionable and achievable in the short-term. As a result, the PFAC team developed an action plan that included several shorter-term goals (i.e., “quick wins”) to make meetings more inclusive and welcoming, such as developing group norms, sending an agenda at least one week in advance of any meeting, and providing a written meeting summary with action items within one week.

Example: Aligning Priorities with Organizational Strategy

PFAC members at one hospital are actively involved in the PFAC strategic planning process, which occurs approximately every three years. Prior to developing PFAC goals, PFAC leads dedicate time at a PFAC meeting to review and discuss the hospital’s strategic goals and continuous improvement initiatives. The group develops PFAC goals and prioritizes them based on feasibility, impact, and relevance to hospital priorities. This helps ensure that the PFAC action plan is linked with and supports hospital enterprise goals, which in turn helps garner leadership support for PFAC work and foster accountability. The PFAC action plan serves as a living roadmap that is revisited on a regular basis and adjusted as needed. To facilitate this process, the hospital developed a dashboard that includes color coding (green, yellow, and red) for each item on the PFAC action plan to visually indicate progress on specific priorities.

  • Recruit to Promote Representation Examples

Example: Alternatives to Background Checks

Recognizing that criminal records disproportionately impact people of color and lower-income individuals, staff at an academic medical center with a large PFAC program expressed concern about the effect of required background checks on PFA representativeness. They also had concerns about mixed evidence regarding the effectiveness of background checks for harm and risk reduction, incomplete or inaccurate background check data, and vendors that could only provide background checks in English.

PFAC coordinators worked with their Office of Equity to revisit required background checks that might deter qualified applicants. Their arguments against background checks included the following:

  • Many PFAC members are patients and families who are already at the hospital regularly to receive care without being subject to criminal background checks.
  • PFAs should be treated like patients and family members of patients admitted to the hospital who are not routinely subjected to criminal background checks.
  • The requirement for background checks hinders representativeness efforts and results in the exclusion of certain voices.
  • Most PFAs do not interact with patients and families as part of their role and do not have access to Protected Health Information (PHI).
  • Most PFAs do not volunteer in the hospital without a staff member present and supervising.

Staff discussed various ideas, including the option to continue conducting criminal background checks on PFAs, keep the results on file, but not automatically dismiss applicants with criminal backgrounds. However, PFAC coordinators felt that this option still presented challenges for the large number of undocumented patients and families served by the hospital.

Ultimately, under the new plan developed by the organization, the decision was that most PFA applicants would be screened through the Patient Relations department without needing to undergo a background check. The Patient Relations department would check records to identify any red flags for participation (e.g., abusive interactions with staff). PFAs in roles with a higher “tier” of participation would be subject to the same requirements as formal hospital volunteers, including criminal background checks. This includes PFAs who serve in roles that involve shadowing or direct contact with patients and families; sit on a workgroup or committee that has access to PHI; or have an organizational email address.

Further information: Background Checks and the Health Workforce: Practices, Policies, and Equity

Example: Flexible Participation Options

One hospital learned that time and availability were major barriers to PFAC participation for specific populations, including individuals from lower socioeconomic backgrounds and fathers. The hospital established a virtual Advisory Council for patients and families who are unable to commit to serving on a full PFAC but who still wish to provide input and feedback. PFAs contribute by providing feedback through surveys, focus groups, or virtual meetings.

Example: Options for Vaccine Requirements

After talking with local community groups about goals for increasing PFAC representativeness, PFAC staff at a children's hospital learned that requirements around vaccines were a deterrent for some potential PFAs. PFAC staff initiated an internal conversation about volunteer vaccine requirements but recognized the need for a more immediate solution. During COVID, the children's hospital had successfully transitioned to virtual PFAC meetings. While many PFAs had returned for in-person meetings, the hospital decided to develop a dedicated virtual advisor program as an option for individuals who prefer to meet virtually, are unable to travel, or do not meet vaccination requirements.

Example: Translation and Interpretation to Support Inclusion

A hospital system identified a need to learn from and partner with patients and families who prefer languages other than English. Strategic partnerships and conversations led to the creation of a Multilingual PFAC designed to bring together PFAs who speak various languages, including Spanish, French, Haitian Creole, and English. The PFAC team partnered with leaders at the hospital's Office of Language Access to design interpretation solutions for the Multilingual PFAC that support participation from a broad group of PFAs. During PFAC meetings, the Office of Language Access provides simultaneous interpretation for PFAs who prefer a language other than English. PFA needs for interpretation services are identified as part of the recruitment process. Initial efforts to recruit PFAs for the Multilingual PFAC have been successful, which the team credits to partnerships with staff, including physicians and social workers with connections in multilingual communities.

Example: Compensation for PFAs

Volunteering is a privilege that not everyone can afford. As a result, some hospitals compensate PFAs to support more equitable PFACs. Hospitals have used a variety of methods to compensate PFAs including:

  • Honorarium per meeting or event. One children's hospital in the US pays parent PFAs an honorarium per meeting. The hospital calculates the amount per meeting to ensure PFAs do not receive more than $600 per calendar year so that they do not have to report or pay taxes on earnings. Another healthcare organization in Canada pays PFAs an honorarium for specific events or engagements, up to $100 per day.
  • Yearly stipends for selected PFAs. A children's hospital in the US provides a $600 annual payment for PFAC co-chairs only. The amount is capped to ensure PFAs do not have to report or pay taxes on the stipend.
  • Quarterly honorarium. A hospital in Canada pays a quarterly honorarium to PFAs. Regular members receive $500 annually. Members who participate in working groups receive an additional $250. PFAC co-chairs, who also participate in workgroups and the governance structure, receive $1500 for the year.
  • Hourly contract employees. A children's hospital in the Midwestern US pays their PFAs as contract employees. Most PFAs receive $35 per hour. PFAs with roles that involve more effort (e.g., PFAC co-leads) receive a slightly higher level of compensation.

Compensation that counts as financial income may impact access to certain benefits. When developing compensation policies, get input from PFAs and community members about their preferences and potential restrictions. Some hospitals provide PFAs with non-monetary acknowledgments of their service. It may be helpful to consult with the financial department to ensure PFAs fully understand the implications of any compensation or acknowledgment of their service. Ideas for non-monetary compensation include the following:

  • pre-paid phones
  • technology access (e.g., providing an internet hotspot or iPad)
  • meals at meetings and events
  • Uber or Lyft gift cards
  • baby supplies (e.g., formula and diapers)
  • household supplies
  • mental health support sessions
  • complimentary tickets to community or sports events
  • complimentary photographer for a family photo
  • conference registration and attendance
  • trainings to develop skills

For hospitals with minimal budgets or large numbers of PFAs, identifying resources to support compensation can be challenging. In some cases, hospitals have sought internal or external grants for PFA compensation. Other hospitals have explored solutions such as requiring departments or projects that ask for PFA input to cover PFA payments through their budgets.

Further information:

  • Patient partner compensation in research and health care: The patient perspective on why and how
  • What guidance exists to support patient partner compensation practices? A scoping review of available policies and guidelines
  • Engaging community members: A guide to equitable compensation
  • Compensating consumers and considerations for public benefit recipients
Example: Recruitment though Community Presence

Community Advisory Boards (CABs) are advisory groups for federally qualified health centers (FQHCs). CABs consist of people who use health center services and who work with staff and the Governing Board to improve care and services. Many CABs use community-based recruitment methods to identify potential members. For example, some CABs participate in community events to increase awareness of the CAB or hold specific “Meet the CAB” events to distribute promotional materials and information. CABs also have an active presence in the community at public events such as voter registration drives, health fairs, and community service events (e.g., community beautification days). Some CABs also partner with community service organizations, such as faith-based organizations and veteran’s programs, that work with populations at high risk of experiencing health inequities. Citation: Consumer Advisory Board Manual

Example: Partnering with Community Groups

A children's hospital based in a large city developed partnerships with the Department of Public Health, school district, community health clinic, and a local church. Together, these groups organize and jointly host events that benefit the community. For example, the groups hold a yearly back-to-school event to provide local families with resources, school supplies, and information about community health issues. The children's hospital provides backpacks filled with school supplies and offers dental screenings, haircuts for children, free sports equipment, and books. The hospital shares information about serving as a PFA at these events and works with partners on an ongoing basis to identify potential PFAs.

Example: Sharing Goals for Improving Representativeness

A Canadian hospital clearly states the goal of recruiting a diverse group of PFAs on its PFAC web page. In addition, the hospital provides a strong message of support, including a prominent note on the PFAC web page to let potential PFAs know that the hospital "can support participation with access to technology, education on using technology, and tips on how to share your experience. We can also explore ways to remove barriers to support your involvement."

  • Create a Welcoming Environment Examples

Example: Supporting Virtual Meetings

To increase PFA participation, one hospital’s PFAC moved to virtual meetings. The PFAC coordinator reached out to PFAs to discuss their needs related to virtual meeting participation. After learning that some PFAs lacked access to reliable technology for video meetings, the PFAC coordinator identified options for providing tablets and internet access to PFAs with technology needs. To ensure that meetings would be fully accessible to individuals with disabilities, the PFAC coordinator also worked with hospital staff to review accommodation policies and practices for virtual meetings. The PFAC coordinator met with a PFA who used an augmentative and alternative communication device (i.e., AAC, a device that helps someone with speech or language) to learn about effective practices for virtual participation based on the member's prior experiences. The PFAC coordinator then helped establish PFAC communication guidelines and expectations to ensure equitable access and participation. Guidelines included allowing extra time for individuals using AACs to communicate, providing visual aids to reinforce information, and respecting preferred communication methods.

Example: PFAC Core Principles and Meeting Expectations

At one children’s hospital, PFAC members co-developed core principles for creating a welcoming, supportive environment in PFAC meetings. The principles, which are listed on every meeting agenda and reviewed at the beginning of each meeting, include:

  • Be as present as possible.
  • Focus on solutions.
  • Treat everyone with respect.
  • Assume positive intentions - approach differences with curiosity rather than judgment.
  • Listen actively and without interrupting.
  • Question ideas, not individuals.
  • Embrace a learning and growth mindset.
Example: Advisory Board Agreements for Interactions

A Consumer Advisory Board (CAB) in Boston developed the following group agreements to govern interactions:

  • Respect, care about, and support each person in the group. The more confidence each person feels, the more deeply we can work toward our goals.
  • Find common ground and areas of agreement before setting forth points of difference.
  • Express disagreement as your idea, not the absolute truth.
  • Fruitful discussions require openness to change.
  • Speak for yourself. Avoid using “we” when you mean “I.”
  • Meetings that are run constructively help us achieve goals. We will follow the agenda and focus on our goals of improving health care.

Further information: Consumer Advisory Board Manual

Example: Respectful Meeting Agreements

A hospital PFAC developed agreements for meetings that are reviewed twice a year. During this process, PFAC members re-commit to the agreements and can also suggest changes, edits, or additions. The agreements include:

  • Step up, step back: once you have contributed to the conversation, give space for others to share.
  • Respect personal experience and opinions.
  • Welcome respectful disagreement.
  • Assume positive intent while acknowledging impact.
  • Acknowledge that we all have valuable information and experiences to contribute.
  • Encourage brave spaces. Brave spaces encourage us to respectfully address conflict directly, especially with difficult topics.
Example: Traditional Ways of Knowing

A group in Canada has worked to create meaningful partnerships between healthcare systems and patient and family leaders to improve health outcomes for First Nations and Métis people. Fundamental values underlying interactions and relationships include truth and reconciliation, multiple ways of knowing, leading from where you stand, and leaning into the unknown. The group strives to be culturally responsive and create safe spaces. A guiding question for the group is, "How are we in ‘right relationship’ with each other?” The group also seeks to integrate traditions of the past with work of the present and lean into non-colonial ways. In recognition of the importance of nature to First Nations and Métis people, the group uses seasons as an organizing framework for their operational plan and has adopted the imagery of geese flying in a “V” to describe how they will look out for and take care of each other.

Example: Providing Access to Staff Trainings and Resources

A PFAC coordinator at an academic medical center advocated for PFAs to have access to the same online trainings available to staff. As a result, PFAs were given access to educational events that focused on issues related to health equity as part of their onboarding process. Topics included cultural humility, how the history of medicine affects trust in certain communities, and population health inequities.

Example: Staff Education to Welcome PFAs

A Canadian children’s hospital rolled out training for staff to ensure they were able to appropriately and proactively support PFAs. Staff members who work with PFAs received training to help them understand how best to support PFAs from different backgrounds and communities. Training topics included empathic listening, emotional intelligence, de-escalation, and trauma-informed approaches.

Example: Dedicated PFAC Meetings for Education

At one children's hospital, one PFAC meeting per quarter is dedicated to providing education and training centered around representation and belonging. For example, PFAC members completed training about communication that included information about why words matter and respectful language related to race, socioeconomic status, gender, and sexual orientation. PFAC members who interact with families completed additional training about social determinants of health, unconscious bias, and health inequities. As the PFAC coordinator explained, this training was implemented in recognition that "there is a harm that can happen when you get to remain blissfully unaware of the fact that people don't experience life the way you experience life."

Example: PFAC Workshops

An urban children’s hospital developed an interactive workshop for their Family Advisory Council (FAC) that covered topics related to unconscious bias, cultural competency, aspects of identity, equity and justice, and allyship. The intent was to increase awareness and knowledge of issues related to representation and belonging and promote authenticity, trust, respect, and collaboration among FAC members. The hospital has committed to providing the workshop on an annual basis.

Example: Authentic Advocacy Training

A children’s hospital developed an hour-long training for PFAs focused on helping advisors contribute to a welcoming environment by recognizing and addressing potential bias in their interactions. The training, which is conducted by a learning specialist at the hospital, is offered both virtually and in-person and at different times to accommodate schedules. PFAs are asked to complete the training within their first six months of PFAC membership. The training includes scenarios and activities designed to help participants recognize and address patterns of bias, including systemic, institutional, affinity, and confirmation bias. The training also encourages PFAs to be proactive and bring concerns to trusted staff.

Example: Annual PFAC Assessment Survey

As part of its strategy to evaluate and enhance the effectiveness of its PFAC, one children’s hospital conducts an annual assessment survey. The assessment is designed to gather candid input to improve operational processes and the experiences of PFAC members. The survey asks questions about clarity of the PFAC’s mission, individual satisfaction in the role, whether PFAs receive adequate guidance and training, and whether PFA perspectives are welcomed and well-received.

The survey also serves as an accountability tool to ensure momentum and transparency, helping to align PFAC goals with organizational values and strategic priorities. PFAC leadership analyzes the survey data, which is then presented in a dashboard format. Results are shared with PFAC members to acknowledge improvement opportunities and celebrate successes. The hospital commits to taking specific actions in response to feedback gathered, and progress is assessed on a regular basis.

Example: Evaluating PFAC Engagement Metrics

One hospital’s assessment strategy includes the use of engagement metrics to assess and report PFA contributions. PFAs are asked to complete activity logs or to email or notify the PFA coordinator of specific activities. In one year, the hospital was able to demonstrate that PFAs contributed over 700 volunteer hours, contributed to over 500 activities, and participated in over 50 requested engagements. This information is shared with hospital leaders and PFAC members to highlight the impact and reach of advisors.

  • Engage PFAs as Partners in Health Equity Examples

Example: Creating Intentional Connections with Hospital Health Equity

One children's hospital asks representatives from the Office of Health Equity to attend a PFAC meeting in the first quarter of every year to share hospital-level health equity data, strategic goals, and priorities. The PFAC uses this information to identify areas of alignment between PFAC interests and hospital health equity goals. PFAs then brainstorm opportunities to support hospital strategic priorities. During the meeting, PFAC co-chairs share what the PFAC has been working on with representatives from the Office of Health Equity, highlighting learnings and promising practices that could be implemented at a broader hospital level. The connection between the PFAC and the Office of Health Equity has also facilitated the inclusion of PFAs in hospital-level health equity work. For example, after learning more about the PFAC, health equity staff advocated for including PFAs on a workgroup overseeing the transition to a new electronic medical record (EMR) platform. PFAs provided critical input to ensure the new system was accessible and understandable for all patients.

Example: Black/African American PFAC

The University of Rochester Medical Center (URMC) has a long history of working with specialty PFACs to learn from individuals who have experienced challenges in the healthcare system. URMC’s PFAC structure includes specialty PFACs for behavioral health, deaf, and transgender patients and families. URMC also undertook a multi-year process to develop a Black/African American PFAC. To create the group, URMC partnered with the Department of Equity and Inclusion and established a planning committee of paid consultants from the Black community, including community activists and patients and families who had reported negative experiences. URMC worked with these consultants to understand whether a specialty PFAC was the right decision and to identify what success would look like and how it should be measured. Ultimately, members helped develop a mission statement for the Black/African American PFAC that states the following: "Our mission is to hold the University of Rochester Medical Center (URMC) accountable to Black and African American patients and families to ensure that they consistently receive compassionate, person-centered care from a workforce that is culturally competent and responsive. Further, we aspire to serve and heal those who have been disproportionately affected by racism, poverty, and other forms of oppression. Building a culture of respect, safety, and advocacy for Black and African American patients and families will result in equitable patient care and positive experiences for all."

Further information:
URMC’s experiences are highlighted in a 2020 presentation titled Advisory Councils to Optimize Health for Transgender, Deaf, and Behavioral Health Patients and in an episode of the American Hospital Association’s Advancing Health Podcast titled Establishing a Patient and Family Advisory Council that Truly Reflects the Patients Served.

Example: Spanish Language PFAC

To address gaps in PFAC representativeness at a children’s hospital with a large Spanish-speaking population, the PFAC coordinator worked with Language Access Services to recruit Spanish-speaking PFAs. Initially, the PFAC coordinator added Spanish-speaking PFAs as members of the main PFAC. However, after participating in several meetings, Spanish-speaking PFAs provided feedback that the need for simultaneous interpretation during meetings created communication challenges. They also expressed a desire for dedicated time with other Spanish-speaking PFAs who understood and could speak to specific cultural issues. In response, the hospital created a separate Spanish-language PFAC. PFAs on the Spanish-language PFAC report that it is a welcoming, safe space that has enabled them to contribute to addressing gaps in family-centered, culturally congruent care. Projects have included:

  • providing feedback on translation and interpretation services, including the need for more simultaneous services;
  • identifying opportunities to improve communication with families that speak languages other than English, including the use of tablets or phones to translate non-medical interactions;
  • informing improvements to the admissions process for Spanish-speaking families;
  • identifying communication principles and specific behaviors that help build trust and connection with Spanish-speaking families;
  • providing input for multilingual signage and the selection of diverse art and images that reflect the patient and family population; and
  • participating in a Hispanic community resource fair, sharing information about services offered at the hospital that families and community members may not know about.
Example: LGBTQ+ PFAC

A suburban hospital learned that many local LGBTQ+ patients were traveling to get care at a hospital that patients felt provided more supportive and respectful care. Recognizing the need to address inequities in the provision of care, the hospital began identifying opportunities to improve care and services. As part of this process, staff reached out to local groups—including an LGBTQ+ elder network, teen center, and family support group—to set up meetings and ask for feedback about creating an LGBTQ+ PFAC. The hospital undertook a multi-step process to learn from LGBTQ+ patients and families how best to structure and recruit for the council. They formed an organizing committee that included community representation and worked with committee members to draft a mission statement and charter, clarify the scope and focus of the PFAC, identify potential initial projects, and set expectations for meetings. The committee developed recruitment materials with relevant messaging and highlighted the hospital's desire to learn and improve services for the LGBTQ+ community. Several years after its formation, the LGBTQ+ PFAC has contributed to multiple efforts, including participating in education and training for staff, advocating for the ability to record sexual orientation and gender identity (SOGI) in the electronic medical record, supporting community work geared toward at-risk LGBTQ+ youth, adding SOGI questions to the patient experience survey, and organizing a listening session to better understand the experiences and needs of the LGBTQ+ community.

Example: Partner in Community Conversations

A healthcare organization identified “increasing access to mental health services and ensuring that patients receive timely, effective, and appropriate care” as a strategic priority. To learn more about barriers to accessing and receiving mental health services, staff held discussions with a local behavioral health provider. Through these conversations, the healthcare organization learned that a church-based ministry for Black men was holding a series of community meetings about mental health. Staff from the healthcare organization reached out to the church-based ministry and were invited to attend the meetings to hear more about community concerns and needs for support.

Example: Participate in Existing Community Structures

A healthcare organization with a large Indigenous population held conversations with tribal elders to learn about community needs and concerns. These initial conversations led to an invitation for PFAC coordinators to attend a series of Talking Circles, a traditional Indigenous practice that encourages equitable sharing, truth-telling, and deep listening. Staff from the healthcare organization had the opportunity to hear from community members through health-focused Talking Circles held with Indigenous populations in eight communities.

Example: Community Councils

To engage individuals who might not be comfortable attending PFAC meetings in a structured setting, one hospital started a community advisory council that meets outside of the hospital. The hospital began by forming a planning committee for the community council that included individuals from community-based organizations, the local health department, hospital staff who had experience working with community members (e.g., social workers and community health workers), and community members. The planning committee determined that the community advisory council would:

  • include a core group of community council members to help plan monthly meetings and agendas;
  • meet in locations convenient for community members (e.g., at community centers, community organizations, libraries);
  • encourage but not require regular or consistent attendance at meetings;
  • provide an opportunity for community members to share perspectives, experiences, needs, and concerns with the healthcare organization;
  • include representatives from the hospital in a listening role and only with approval from community council members; and
  • over time, transition to a council that is primarily led by community members while being supported by the hospital.
Example: E-Advisors, E-Partners, or E-Council

E-advisors are patients and families who work in a virtual environment, participating in activities such as answering surveys, responding to open-ended questions to provide insights, and reviewing and providing feedback on specific documents or materials.

One hospital with a large e-advisor program asks their e-advisors to complete a brief demographic survey, which helps them direct outreach to and get input from specific groups as needed. The hospital also has used the e-advisor program to develop relationships with PFAs from backgrounds underrepresented on the PFAC and explore their interest in serving on the PFAC. Because e-advisors go through minimal onboarding and training and have a lot of flexibility with participation (e.g., e-advisors can choose whether and when to engage and work on tasks as their schedule allows), the e-advisor program has helped improve advisor representativeness. The hospital is currently exploring ways to improve the ability to learn from patients and families who lack consistent and reliable access to digital technologies.

Example: Discussion Groups

Discussion groups are short-term opportunities typically organized around a specific topic. In a discussion group, an experienced facilitator from the hospital or community asks tailored, open-ended questions to a group of 10 to 12 participants. The goal is to gain deeper insights from community members about their experiences and perspectives along with ideas for change. Depending on participants' preferences, discussion groups may be held in person or virtually.

As one example of how hospitals have used discussion groups, a hospital wanted to obtain feedback about the development of a patient bill of rights from individuals experiencing homelessness. Staff at the hospital contacted a local homeless shelter and worked with them to organize a discussion group onsite. In addition to providing insightful input for the patient bill of rights, the discussion group initiated an ongoing touchpoint between the shelter and the healthcare system.

Example: Listening Sessions

Listening sessions tend to be conversation-based and more unstructured than a discussion group, although they may be guided by several overarching questions. They may also include more participants (20 to 25) and be slightly longer (60 to 90 minutes) due to the more free-flowing nature of the session. The goal of listening sessions is to create a safe space for community members to share honest experiences and perspectives and to ask questions to ensure the hospital fully understands their concerns and needs.

As one example, a hospital wanted to gather input from Spanish-speaking patients and families about the development of programs to address social determinants of health. The hospital worked with a Latino-led, Latino-serving community group whose mission was to strengthen the community and advocate for health equity. The community group advertised and provided space for the listening session. The hospital managed logistics, provided food, and worked with center staff to offer child care. The listening session was led by two staff members from the hospital who were native Spanish speakers and attended by several other Spanish-speaking staff members. These same staff members returned for a follow-up session at the community group to share how the hospital was working to incorporate information from the listening session into new and existing programs. Due to the success of the initial listening session, the hospital is exploring opportunities to hold regular listening sessions at the center.

Another hospital uses “Patient and Family Cafes” as a way to hold conversations with patients and families without the formal commitment of being an advisor. The cafes encourage open conversation and also provide an opportunity to obtain patient and family responses to specific questions. The cafes offer an alternative for advisors who may not be able to complete the more rigorous onboarding process required for full PFAC membership.

Example: Directed Outreach

Sometimes, the best way to learn from families is through individual, directed outreach. This outreach may occur as part of a coordinated outreach program, or it may occur in response to comments or feedback about a specific experience provided by patients and families. For example, Children's Mercy Kansas City uses "family tracers," PFAs who talk with patients and families during their healthcare experience. The program was started as part of a coordinated effort to gather feedback, gain insights to inform hospital-wide initiatives and create opportunities for the hospital to learn from populations that were underrepresented on Children's Mercy's various PFACs.

Further information: Family Experience Tracers: Patient Family Advisor led interviews generating detailed qualitative feedback to influence performance improvement

Example: Partner on Social Determinants of Health Screening

A children's hospital with a strong culture of patient- and family-centered care (PFCC) works with PFAs to administer a social determinants of health (SDOH) screening questionnaire to families. As part of the program, specially trained PFAs contact families by phone before upcoming medical or therapy appointments. PFAs conduct calls in the family's preferred language to explain the purpose of the screening and identify potential needs related to housing, utilities, food insecurity, transportation, and education. PFAs reassure families that the questionnaire is confidential and that information will be shared with their provider solely to connect families with community resources. The completed questionnaire is saved in the patient's medical record for the provider to access during the appointment.

Example: Partner in Medical Education

PFAs at an academic medical center partnered with staff to develop a health equity case for medical education. Spanish-speaking moms on the PFAC provided input to inform the development of a case that reflected challenges they had personally experienced. The resulting case focused on an eight-year-old patient who was bilingual and accompanied by her mother, who spoke only Spanish. The case has helped medical students learn about real-life challenges and identify language access solutions that address the needs of patients, families, and the medical team.

Example: Partner in the Development of Patient Materials

To improve patient- and public-facing materials, the PFAC coordinator at a children’s hospital initiated an active partnership between the PFAC and the hospital’s Public Relations and Marketing team. PFAs now review most marketing and communication campaigns to ensure they resonate with patients and families and represent the full range of patients and families served by the hospital. As an example of how this partnership has contributed to changes, feedback from PFAs led the hospital to undertake a project to develop a more representative library of stock photos.

Example: Partner to Improve Language Accessibility

Patient Experience staff at a children's hospital received feedback during family rounding that family members who spoke languages other than English did not know about amenities available to them during their child's hospital stay (e.g., food or laundry services). Patient Experience staff reached out to the PFAC coordinator to better understand how to communicate with all families about available amenities and supports. The PFAC coordinator formed a workgroup of PFAs from a variety of backgrounds who helped develop unit-based guides to amenities that were translated into multiple languages by Language Access Services.

Example: Partner to Improve Responsiveness to Care Needs

Social workers at one hospital approached the PFAC for help providing comfort items for admitted patients and families. PFAs shared information about their experiences in the hospital and provided input for the development of culturally-responsive “care bundles,” which include a variety of hygiene items, including hair brushes and hair products for a variety of hair texture types.

  • Reflect on Progress Example

Example: PFAC Assessment for Continuous Improvement

Recognizing the need for data and tracking, one children’s hospital developed a structured assessment process for its PFACs that includes annual surveys, a PFAC dashboard, and strategic alignment of PFAC goals with hospital priorities to drive accountability and continued improvement.

Annual PFAC Survey. The PFAC survey is conducted to gather candid input from PFAs and gather information to improve operational processes and PFA experiences. Offered in English and Spanish, the survey asks PFAs about:

  • Overall satisfaction in their role
  • Understanding of the PFAC’s mission and priorities
  • Experience of PFAC dynamics and environment
  • Satisfaction with PFAC support and training
  • PFAC impact and influence
  • Perceptions of leadership support for the PFAC

PFAC Dashboard. The PFAC leadership team analyzes the survey data, presents it in dashboard format, and includes additional information such as the number of activities and volunteer hours recorded by PFAs. The PFAC leadership team reviews the dashboard with hospital leadership and PFAC members. The PFAC team also identifies specific actions that will be taken to address feedback received through the survey.

Strategic Planning and Goal Alignment. PFAC assessments are part of a larger strategic framework to ensure accountability and drive initiatives. The hospital completes strategic planning every three years, with the plan reviewed and revised yearly as needed. The annual PFAC assessment helps review PFA feedback related to goals and measures progress within strategic planning cycles.

Example: Discuss the Importance of Different Perspectives.

In working to improve the representativeness of their PFAC, one hospital faced concerns from existing PFAs about making changes to PFAC membership. The hospital worked with their Office of Health Equity to develop a presentation and share information with PFAs about the hospital’s equity-based priorities and current health disparities and inequities. The presentation included community and hospital data along with stories from patients and families to illustrate personal experiences. The PFAC coordinator led PFAs in a discussion about the importance of new perspectives and insights and invited them to be part of developing plans for the transition and evolution of PFAC membership. As part of transition plans, PFAs were given the opportunity to join a PFAC Alumni Council that meets quarterly to provide input on PFAC policies and processes.

Example: Identify PFA Champions of Change.

A PFAC lead at a children’s hospital struggled to help PFAs on the main advisory council understand the need to implement more welcoming PFAC practices. At the same time, PFAs who were aging out of the Youth Advisory Council shared ideas about how to make sure the PFAC was a safe space for everyone. The PFAC lead invited several PFAs who were graduating from the Youth Advisory Council to join the main PFAC as ambassadors of change. The new PFAs helped amplify messages about the importance of having a PFAC that was more fully representative of the patient population to other PFAs, staff, and hospital leaders. As the PFAC lead noted, “Having these engaged youth at the table was really supportive of this work."

Example: Plan for Natural Transitions.

One hospital that had enacted two-year term limits for PFAs used these term limits as a natural opportunity to improve PFA representativeness over time. The PFAC coordinator identified backgrounds and perspectives missing on the PFAC and developed specific recruitment goals to address gaps. As PFAs transitioned off the PFAC, the PFAC coordinator intentionally recruited PFAs to address priorities for improving representativeness.

Example: Pause, Restructure, and Relaunch.

In situations where PFAC members’ attitudes and behaviors are roadblocks to change, it may be necessary to explore other options. One hospital tried unsuccessfully over six months to engage PFAs as champions of change for improving PFAC representativeness. The hospital provided education and held conversations about the importance of learning from the full range of patients and families served by the hospital but experienced extreme resistance from many PFAs. As a result, the hospital made the decision to pause the PFAC for four months. The PFAC was then relaunched with mostly new PFAs. The PFAC coordinator described this decision as an “extreme” option, but one that was necessary to achieve goals related to PFA representation and creating a welcoming and supportive PFAC environment.

Example: Growing Your PFCC Garden Celebration

Working with the hospital's Office of Health Equity, PFAC leadership at one hospital hosted a "Growing Our Garden: Patient and Family Centered Care" celebration. In this celebration, PFACs presented their progress and results to attendees, including the health network president, hospital leadership, staff members, PFAs, and community members. For the presentation, PFAs were paired with service line hospital staff to share the impact of PFAC partnership on patient- and family-centered care (PFCC). The celebration highlighted the importance of cultivating patient and family voices to become "gardeners" in PFCC and acknowledged "master gardeners" (PFCC champions) and PFA service hours by handing out wildflower seeds. Before the presentation, the team engaged in a lively reception that included food and music representing the different cultures served at the hospital.

Example: Training Future Community Leaders

A children's hospital has worked to develop sustained relationships and build capacity in the community by participating in a community-based project that trains 10th and 11th-grade students to become community leaders. The project is a collaborative effort between community leaders, the Office of Community Affairs, and the PFAC leadership team. Program participation is open to all 10th and 11th-grade students in the community and several members of the hospital's youth leadership advisory council have participated in the training program. The hospital views the program as an important opportunity to remain active in community initiatives and extend their efforts and contributions beyond the hospital walls.

Example: Collecting Information about PFAC Demographics

To identify and address gaps in PFA representativeness, one hospital conducts a demographic assessment process. Upon joining the PFAC and completing the onboarding process, all PFAs are asked to complete a demographic survey, which has been developed in conjunction with researchers and the hospital’s legal and compliance department. The hospital compares specific demographics (e.g., race/ethnicity/country of origin, location of residence, and primary language) against patient and family population demographics to ensure alliance with the communities served. Survey results help the team identify gaps in representativeness and set priorities for recruitment and engagement efforts. Previous findings have prompted conversations with leadership about the use of available resources to reach underrepresented populations.

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